Bring reported income statement data into research
Review a company's reported financial history in a concise summary tied to your Agiled task.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Income Statement
Retrieves a company's annual and quarterly income statements.
Why this helps
Finding and comparing reported financial statements takes time when the research context is spread across tasks and browser tabs.
- Retrieve annual and quarterly income statements for a confirmed company symbol.
- Summarize reported periods for a focused research question.
- Keep financial research attached to the Agiled context that prompted it.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Alpha Vantage once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to retrieve annual and quarterly income statements for the confirmed stock symbol in the Agiled webhook and summarize the requested reported periods and figures.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real symbol and check the reporting periods and figures before using them.
Questions about this workflow
What symbol should I provide?
Provide the confirmed company stock symbol. The action is for income statements and requires a company symbol.
Will this make an investment recommendation?
No. It retrieves and summarizes reported statement data. Any decision should account for additional context and your own review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Alpha vantage. A trigger fires from one place; an action lands in another.
Agiled triggers
Alpha vantage actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Agiled and Alpha vantage, or any other combination from 1,000+ integrations.
When this happens · Trigger
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